+65.8%
AMZN vs RKLB
+559.1%
-493.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -5.2% | -14.1% | +8.9% | -3.4% |
| 3M | +1.9% | -46.4% | +48.3% | +9.8% |
| 6M | +19.2% | -10.6% | +29.9% | +17.0% |
| YTD | +12.0% | -7.9% | +19.9% | +8.3% |
| 1Y | +9.7% | +49.5% | -39.8% | -3.2% |
| 3Y | +87.2% | +913.6% | -826.4% | +12.0% |
| 5Y | +48.7% | +375.3% | -326.6% | -12.9% |
| All | +65.8% | +559.1% | -493.3% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RKLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling